ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 142 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $863,940 | -2.2% | 19,635 | 0.0% | 0.09% | -11.1% |
| Q1 2024 | $883,379 | +10.5% | 19,635 | 0.0% | 0.10% | -2.0% |
| Q4 2023 | $799,537 | +2.6% | 19,635 | +4.8% | 0.10% | -6.5% |
| Q3 2023 | $779,189 | +7.9% | 18,735 | +0.7% | 0.11% | +3.8% |
| Q2 2023 | $722,052 | -0.6% | 18,600 | -0.5% | 0.10% | -11.1% |
| Q1 2023 | $726,480 | -4.4% | 18,690 | 0.0% | 0.12% | -20.9% |
| Q4 2022 | $759,935 | +16.4% | 18,690 | -0.5% | 0.15% | +7.2% |
| Q3 2022 | $653,000 | -4.3% | 18,790 | -0.9% | 0.14% | -4.2% |
| Q2 2022 | $682,000 | -9.4% | 18,955 | +3.2% | 0.14% | +4.3% |
| Q1 2022 | $753,000 | +11.7% | 18,370 | -3.0% | 0.14% | +26.6% |
| Q4 2021 | $674,000 | +25.5% | 18,936 | -0.3% | 0.11% | +12.4% |
| Q3 2021 | $537,000 | 0.0% | 18,996 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $537,000 | +29.4% | 18,996 | +26.3% | 0.10% | +18.3% |
| Q1 2021 | $415,000 | +68.0% | 15,036 | +117.8% | 0.08% | -37.9% |
| Q3 2018 | $247,000 | -11.2% | 6,902 | -8.6% | 0.13% | -20.5% |
| Q2 2018 | $278,000 | +8.6% | 7,552 | -2.4% | 0.17% | -29.1% |
| Q1 2018 | $256,000 | +10.8% | 7,737 | +18.9% | 0.23% | +4.0% |
| Q4 2017 | $231,000 | -98.0% | 6,508 | +1946.5% | 0.22% | +1507.1% |
| Q4 2016 | $11,448,000 | – | 318 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
| Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
| Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
| Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
| THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
| Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
| Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
| Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
| Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
| Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |